Filings through .
Filed September 12, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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30 funds of $250K or more; 45 lines in all, holding $39.7M of the plan's $39.8M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Nuveen Lifecycle, mutual fund, 12% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Cref Total Global Stock R1 Mutual Fund TIAA (Nuveen) · Mutual fund | $6.3M | 15.8% |
| Tiaa Traditional NON-Benefit-Responsive RA Insurance Contract TIAA (Nuveen) · Insurance contract | $5.7M | 14.5% |
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 11 vintages | $4.7M | 11.8% |
| Growth Account Class R1 TIAA (Nuveen) · Mutual fund | $2.9M | 7.4% |
| Cref Global Equities R1 Mutual Fund TIAA (Nuveen) · Mutual fund | $2.5M | 6.2% |
| Cref S&P 500 Index R1 Mutual Fund TIAA (Nuveen) · Mutual fund Index | $1.9M | 4.8% |
| Tiaa Traditional NON-Benefit-Responsive RC Insurance Contract TIAA (Nuveen) · Insurance contract | $1.9M | 4.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.9M | 4.8% |
| Cref Responsible Balanced R1 Mutual Fund TIAA (Nuveen) · Mutual fund | $1.5M | 3.8% |
| Real Estate TIAA (Nuveen) · Insurance contract | $1.5M | 3.8% |
Added 1 fund, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| AddedTiaa Access NUV Lifcyc 2025 T4 Mutual Fund | $392K |
| DroppedTiaa target date (mutual fund) | $367K |
| DroppedTiaa Access Nuveen Large-Cap Value Mutual Fund | $257K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 17 renames.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.